Nab EFTPOS User manual

NAB EFTPOS MOBILE
Terminal Guide

2 NAB EFTPOS Mobile Terminal Guide
YOUR NAB EFTPOS MOBILE TERMINAL

NAB EFTPOS Mobile Terminal Guide 3
TABLE OF CONTENTS
Getting to know your NAB EFTPOS terminal 6
Contactless – Tap & Go 8
Understanding your NAB EFTPOS Mobile terminal Integrated with your POS 9
Understanding your NAB EFTPOS Mobile terminal 10
NAB EFTPOS Mobile Multi-Merchant Terminals 11
NAB EFTPOS Mobile Sale – Tap 12
NAB EFTPOS Mobile Sale – Insert/Swipe Using PIN 14
NAB EFTPOS Mobile Sale – Insert/Swipe Using Signature 16
NAB EFTPOS Mobile Sale with Cash-Out 19
NAB EFTPOS Mobile Sale with Tip 22
NAB EFTPOS Mobile Cash-Out Only 25
NAB EFTPOS Mobile Refunds 28
NAB EFTPOS Mobile Review Details of the Last Transaction 31
NAB EFTPOS Mobile Re-print Receipt for the Last Transaction 33
NAB EFTPOS Mobile Re-print Receipt for Past Transactions with Invoice Number 34
NAB EFTPOS Mobile Print Transaction Listing 36
NAB EFTPOS Mobile Print Settlement Totals – Pre-Settlement 38
NAB EFTPOS Mobile Print Settlement Totals – Last Settlement 40
NAB EFTPOS Mobile Manual Settlement 41
NAB EFTPOS Mobile Pre-Authorisation 43
NAB EFTPOS Mobile Pre-Authorisation Completion 46
Pre Authorisation Completion (Auth do not exist on Terminal) 47
NAB EFTPOS Mobile Pre-Authorisation Adjust 50
NAB EFTPOS Mobile Pre-Authorisation Cancel 54
NAB EFTPOS Mobile Pre-Authorisation Completion Cancel 59
NAB EFTPOS Mobile Account Verify 60
NAB EFTPOS Mobile MOTO 62
NAB EFTPOS Mobile Manual Key Entry 66
NAB EFTPOS Mobile Void Last 69
Configuration on the NAB EFTPOS terminal 71
NAB EFTPOS Mobile Automatic Settlement Time Set-up 73
NAB EFTPOS Mobile Transaction Listing Printout 74
NAB EFTPOS Mobile Transaction Listing Printout – Turn Prompt On 75
NAB EFTPOS Mobile Transaction Listing Printout – Turn Prompt Off 76
NAB EFTPOS Mobile Start Shift 77
NAB EFTPOS Mobile End Shift 78
NAB EFTPOS Mobile Print Current Shift Totals 81
NAB EFTPOS Transaction Failed 82
NAB EFTPOS Mobile Surcharge 84
NAB EFTPOS Mobile Surcharge – Turn On/Off 85
NAB EFTPOS Mobile Surcharge – Card Acceptance Set-up 86
NAB EFTPOS Mobile Change Merchant Password 89
Communication Options 91
Requirements for Different Communication Options On NAB Eftpos Mobile Terminals 92
Switch to a Different Communication Option 93
Pair the Terminal And Base For Bluetooth 94
Set Up the Terminal For Dial Up Communication 101
Set Up the Terminal For Broadband Internet Via Ethernet Communication 102
Set Up The Terminal For Broadband Internet Via Wi Fi Communication 103
Additional PINPad Functions 106
Stationery Order (Ordering Receipt Rolls) 107
Changing the Receipt Roll 108
Common Error Messages 109
Enable Auto-Comms Fallback 110
Electronic Fallback Procedure 114
Manual Backup Procedure 115
Termination of EFTPOS Merchant Service 116

4 NAB EFTPOS Mobile Terminal Guide
This guide is for NAB merchants who have signed the Merchant Agreement General
Terms and Conditions. Please make yourself familiar with the contents of this guide
and do not hesitate to contact NAB should you have any further queries.
NAB is here to help you with your NAB EFTPOS Mobile terminal 24 hours a day, 7 days a week.
Technical Support for NAB EFTPOS Mobile terminals
Before contacting the NAB Merchant Service Centre in regard to any error message, please write down all the error
information as well as your merchant and terminal numbers so your query can be quickly resolved.
Call Merchant Service Centre 1300 369 852
Select Option 1 (not connected to computer)
Then
Select Option 1 (Ingenico Move 5000 terminal)
Email [e-mail]
Technical Support for NAB EFTPOS Mobile terminals integrated with your POS
Before contacting the NAB Integrated Help Desk please have your terminal and merchant numbers ready. If your query is
error related, write down the error information displayed on the terminal or your Point of Sale (POS) so your query can be
quickly resolved.
Call NAB Integrated Help Desk 1300 369 852
Select Option 2 (terminal connected to computer)
Then
Select Option 1 (technical issues)
Email [e-mail]
This help desk service is part of our Merchant Service Centre and is provided by KeyCorp Services on behalf of NAB to assist
you with your support needs for the NAB EFTPOS Mobile terminal and PC-EFTPOS software.
For Authorisations
Credit Cards 13 25 15 please have your store number ready before calling
Debit Cards – Cheque or Savings 1300 360 852 please have your merchant number ready before calling
American Express 1300 363 614
Diners Club 1800 331 112

NAB EFTPOS Mobile Terminal Guide 5
For POS Software – NAB EFTPOS Mobile terminals integrated with your POS
Contact your POS Vendor
Sales Enquiries
1300 EFTPOS (1300 338 767)
8am – 6pm Monday to Friday
Fraud Related Enquiries
1300 668 046
8am – 5pm Monday to Friday
Lost or Stolen Cards
Call the above authorisation line appropriate for the card type used (credit or debit).
Ask for extension 500
Service Response Time
It is NAB’s intent to replace a faulty terminal:
• within 4 business hours in metropolitan areas.
• within 24 business hours for country areas
• within 72 business hours for remote areas.
Merchant Details
Please insert your details here for quick reference.
EB Merchant No.
Terminal No.
Store No.

6 NAB EFTPOS Mobile Terminal Guide
GETTING TO KNOW YOUR
NAB EFTPOS MOBILE TERMINAL
Contactless
landing zone
Terminal display/
touchscreen
Telephone-style
keypad
Swipe reader
Menu key
Cancel key
Clear key
Enter/Power
on key
Chip card
reader
Feed
key

NAB EFTPOS Mobile Terminal Guide 7
Using the Touchscreen
The NAB EFTPOS Mobile terminal has a colour touchscreen. Navigating using the touchscreen is easy and intuitive for your
customers. Simply follow the prompts and tap the option on the screen to make a selection.
Using the Keypad
The Menu button is used to access the terminal menu options
The CONTINUE button on the keypad is used to accept
a selected option highlighted or to accept data entry.
This button is also used to power on the terminal
The CLEAR button on the keypad is used for clearing entered
data or moving back to the previous screen
The CANCEL button on the keypad is used to cancel the current function
and return to the Home screen
The Function button on the keypad is used to perform certain advanced functions
on the terminal
[F2]
[F3]
Press [F2 ] on the touchscreen to scroll down the menu options
Press [F3 ] on the touchscreen to scroll up the menu options
Basic Functions
Power on
Press the green CONTINUE key
Power off
Remove the terminal from its base and any power source. Press and hold the Func and yellow CLEAR keys together
Cancel an action
Press the red CANCEL button
Change terminal passwords
Contact the Merchant Service Centre
Idle State
If there is no activity on the terminal for 60 seconds, the terminal will return to the Home screen
GETTING TO KNOW YOUR
NAB EFTPOS MOBILE TERMINAL (CONTINUED)

8 NAB EFTPOS Mobile Terminal Guide
The NAB EFTPOS Mobile terminal comes ready with the capability to accept Contactless credit card payments, commonly
referred to as ‘tap and go’. Your customer’s chip card must have the following symbol in order to use the Contactless feature.
What are the advantages of Contactless capability?
Quick and easy to use – simply tap the chip card on the landing zone, where the following icon displays at the top of
the terminal.
If the sale is less than $100, there is no need for your customer to enter a PIN or sign the merchant receipt.
If the sale is over $100, your customer will be required to enter a PIN or sign the merchant receipt.
Printing the customer receipt is optional regardless of the transaction amount.
Are there any restrictions in using Contactless?
If the sale amount is greater than $250, your customer will be asked by the terminal to insert or swipe their card.
Only a Sale transaction can be made using Contactless.
CONTACTLESS
TAP & GO

NAB EFTPOS Mobile Terminal Guide 9
NAB EFTPOS Mobile terminals integrate with your Point of Sale (POS) solution to process credit, debit and charge card
transactions. When the card payment option is selected, the POS integration software provided by PC-EFTPOS, interacts with
the NAB EFTPOS Mobile terminal to process the transaction. The outcome of the transaction is then automatically updated in
your POS solution, making it easy for you to reconcile the payments and shorten payment processing time.
Using NAB EFTPOS Mobile terminals with a POS
NAB EFTPOS Mobile terminals are designed to work with your PC-EFTPOS-certified POS system. The POS system sends the
total amount to the NAB EFTPOS Mobile terminal to finalise the payment.
The solution can be configured to work with different types of communications depending on your environment.
These include:
• 3G
• Broadband Internet via Ethernet
• Broadband Internet via WiFi
• Dial Up
Your NAB EFTPOS Mobile terminal and base are paired via Bluetooth. This enables the terminal to continue to operate
normally when it is separated from the base.
You can also choose to have all transaction receipts printed directly from your POS system or have the terminal print out the
transaction receipt.
Processing transactions with a NAB EFTPOS Mobile terminal integrated with your POS
Your NAB EFTPOS Mobile terminal is integrated with your Point of Sale (POS) system.
For all transaction types, the merchant initiates the transaction on the POS system and follows the system prompts displayed
on the POS screen. The customer follows the prompts displayed on the terminal to process the payment.
Considerations
Transactions completed using an Australian-issued card need to be approved by a PIN. Some transactions, such as Refunds,
may prompt for a signature.
Transactions completed using an internationally-issued card may need to be approved by a signature.
If the signature does not match that on the card, you need to decline the transaction. The terminal will produce a
declined receipt.
As for all transactions types, if a transaction is declined, your customer may need to provide another form of payment to
complete the transaction.
For any transaction errors or issues, please refer to your POS manual, or call the NAB Integrated Helpdesk.
UNDERSTANDING YOUR
NAB EFTPOS MOBILE TERMINAL INTEGRATED WITH YOUR POS

10 NAB EFTPOS Mobile Terminal Guide
Your NAB EFTPOS Mobile terminal can be configured to work with different types of communications depending on your
environment. These include:
• 3G
• Broadband Internet via Ethernet
• Broadband Internet via WiFi
• Dial Up
The NAB EFTPOS Mobile terminal and base are paired via Bluetooth. This enables the terminal to continue to operate
normally when it is separated from the base.
Navigating the Menu
To access the Menu, press the Menu button.
There are 4 main menu items
Tap to select a menu option.
Processing transactions using your NAB EFTPOS Mobile terminal
All cards can be used on the terminal using:
• Tap (using the contactless feature)
• Insert (using the chip), or
• Swipe (using the magnetic stripe)
UNDERSTANDING YOUR
NAB EFTPOS MOBILE TERMINAL

NAB EFTPOS Mobile Terminal Guide 11
NAB EFTPOS
MOBILE MULTI-MERCHANT TERMINALS
The NAB EFTPOS Mobile terminal can support multiple merchants. This allows multiple merchants to process transactions on
one terminal with separate settlements for each individual merchant.
If your terminal supports multiple merchants, then there must be a Primary merchant identified. The Primary merchant is the
merchant to whom the terminal is provided under the Merchant Agreement and who is responsible for the terminal rental.
The additional merchants who use the terminal are the Secondary merchants. A Secondary merchant has been granted the
use of the terminal by the Primary merchant.
Note: This function is not available on your NAB EFTPOS Mobile terminal when your terminal is integrated with your POS.
Processing transactions on a terminal that supports multiple merchants
When you process transactions on a terminal that supports multiple merchants, the SELECT MERCHANT screen displays,
prompting you to select the relevant merchant.
If the merchant you require is not displayed on the screen, scroll down / up using touch screen on PINPad to move between
previous and next screen.
Tap the name of the required merchant on the screen and continue with the transaction as described in this guide.
Some functions (such as Log on or Manual Settlement) that display the SELECT MERCHANT screen, provide an option
on this screen to select All Merchants.
Tap ALL MERCHANTS when you want to perform the function for all merchants on the terminal at once.

12 NAB EFTPOS Mobile Terminal Guide
Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may
not apply or may be initiated via the POS.
Step 1
Enter the sale amount directly on the screen
and press CONTINUE
Step 3
Processing message is displayed
Step 2
Ask customer to TAP their card
Ensure your customer holds their card over the contactless
logo until all four bars ‘light up’ and the terminal sounds a
beep. This will only take a few seconds.
Step 4
An acknowledgement displays once the sale has been
approved and the merchant receipt option to print
is displayed.
NAB EFTPOS MOBILE SALE
– TAP

NAB EFTPOS Mobile Terminal Guide 13
Step 5
Press Yes to print the customer receipt copy if required
Step 6
Printing message is displayed
NAB EFTPOS MOBILE SALE
– TAP (CONTINUED)

14 NAB EFTPOS Mobile Terminal Guide
NAB EFTPOS MOBILE SALE
– INSERT/SWIPE USING PIN
Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may
not apply or may be initiated via the POS.
Step 1
Enter the sale amount directly on the screen and
press CONTINUE
Step 3
Ask customer to select their account
Step 2
Ask customer to TAP their card
Step 4
Ask customer to enter their PIN

NAB EFTPOS Mobile Terminal Guide 15
Step 5
Processing message is displayed
Step 7
Press Yes to print the customer receipt if required
Step 6
An acknowledgement displays once the sale has been
approved and the merchant receipt will print.
Remove card from the terminal if inserted
Step 8
Printing message is displayed
NAB EFTPOS MOBILE SALE
– INSERT/SWIPE USING PIN (CONTINUED)

16 NAB EFTPOS Mobile Terminal Guide
The signature option is only available for cards issued overseas.
Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may
not apply or may be initiated via the POS.
Step 1
Enter the sale amount directly on the
screen and press CONTINUE
Step 3
Ask customer to select an account
Step 2
Ask customer to TAP their card
Step 4
Ask customer to enter their PIN
NAB EFTPOS MOBILE SALE
– INSERT/SWIPE USING SIGNATURE

NAB EFTPOS Mobile Terminal Guide 17
Step 5
Processing message is displayed
Step 7
Ask customer to sign the receipt.
You will need to verify your customer’s signature
with the signature on the card. If this is correct, press Yes
Step 6
An acknowledgement displays once the sale has
been approved and the merchant receipt with
signature request will print.
Remove card from the terminal if inserted
NAB EFTPOS MOBILE SALE
– INSERT/SWIPE USING SIGNATURE (CONTINUED)

18 NAB EFTPOS Mobile Terminal Guide
NAB EFTPOS MOBILE SALE
– INSERT/SWIPE USING SIGNATURE (CONTINUED)
Step 8
Press Yes to print the customer receipt if required.
Step 9
Printing message is displayed.

NAB EFTPOS Mobile Terminal Guide 19
NAB EFTPOS MOBILE SALE
WITH CASH-OUT
The cash-out function is only available on debit (cheque and savings) accounts for EFTPOS transactions.
It is an optional feature that you may enable or disable by contacting the Merchant Service Centre.
If you have enabled the cash-out feature, an additional screen will display after you enter the sale amount.
A sale with cash-out transaction is shown as one total item in the settlement report and on the monthly merchant statement.
Note: This function is available on NAB EFTPOS Mobile terminals integrated with your POS, however some steps may
not apply or may be initiated via the POS.
Step 1
Enter the sale amount directly on the screen
and press CONTINUE
Step 3
Ask customer to INSERT or SWIPE their card
Step 2
Enter the cash out amount and
press CONTINUE
Step 4
Ask customer to select an account

20 NAB EFTPOS Mobile Terminal Guide
NAB EFTPOS MOBILE SALE
WITH CASH-OUT (CONTINUED)
Step 5
Press ENTER to confirm
Step 6
Processing message is displayed